Understanding Automatic Data Refresh

refresh data feed

Note:

• Automatic Data Refresh is an opt-in feature. Please contact the Planful Support team to enable this feature in the tenant.

• Ivy needs to be enabled in the tenant. Please contact the Planful support team to enable this feature.

The Automatic Data Refresh feature for Dynamic Reports updates data whenever data is modified in templates. This avoids manual processing of data. The functionality is applicable only for Financial cube.

The modified Run icon is displayed whenever the data being displayed in the report is not up to date. A call-out displays the time at which the data was updated. Once you click the Run icon, the report is updated with the latest data.

Note:

The Automatic Data Refresh functionality is not supported in the tenant where Org by Period is enabled.

Automatic Data Refresh Scenarios

Automatic processing of the Cube is triggered through the Automatic Data Refresh feature in the following scenarios:

• When data is modified in templates

• When data against the reference account column is deleted or the template column is deleted from the template

Manual Data Refresh Scenarios

Manual processing of the Cube is triggered in the following scenarios:

• When data is updated through the Simulation Engine

• When data is refreshed for Actual or Closed periods

• When data is seeded

• When a Scenario is edited for the History or Closed periods

• When a template is deleted

• When an entity is mapped or unmapped within the template

• When employee processing is done in the Workforce Planning templates

• When input is provided in Global Fields

• When data is loaded via DLR (Data Load Rules) but Automatic Cube Refresh Setting not selected in Rule Settings

• When data is cleared in DLR.

• All Consolidation Processes except Standard Journals, Dynamic Journals, Elimination, Reclassification, and Non-Controlling interests

• When journals or journal lines are deleted and they need manual processing

Automatic Data Refresh Feature Availability

The following table displays detailed information about areas in which the Automatic Data Refresh is available and not available.